Manager, Small Business Advisory

Kreischer Miller•Horsham, PA

2d•Hybrid

About The Position

Kreischer Miller’s Small Business Advisory department works closely with owner-operated private companies, family-owned businesses, ESOPs, business owners, and high-net-worth individuals. The Manager role is responsible for managing integrated accounting, tax, and advisory engagements; developing strong client relationships; supervising and mentoring staff; and contributing to the continued growth and quality of the practice. About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com

Requirements

Bachelor’s degree in accounting.
Six to eight years of recent public accounting experience, with exposure to both tax and accounting services.
Demonstrated progression in managing client relationships, reviewing workpapers and returns, supervising staff, and handling increasingly complex technical matters.
Strong working knowledge of federal, state, and local tax laws and regulations, including tax compliance and planning for individuals and business entities.
Ability to review moderate to complex individual, partnership, S corporation, C corporation, trust, and related tax returns, as applicable to client needs.
Competence in reviewing accounting records, workpapers, and financial statement deliverables for accuracy, completeness, and technical quality.
Ability to research accounting and tax matters, evaluate alternatives, document conclusions, and communicate recommendations clearly to clients and internal leadership.
Ability to identify accounting process improvements, client efficiencies, and opportunities for broader advisory support.

Nice To Haves

CPA license or equivalent professional certification preferred.
Experience serving privately held, owner-operated, family-owned, or emerging growth businesses preferred.
Experience addressing tax notices and coordinating with federal, state, or local tax authorities is helpful.

Responsibilities

Leading concurrent client engagements that combine tax compliance and planning, accounting support, financial statement services, and business advisory work.
Serving as a primary day-to-day relationship manager for assigned clients.
Coordinating work across internal teams.
Managing engagement deadlines and economics.
Ensuring deliverables are accurate, timely, and aligned with client needs.
Coordinating client fieldwork, information requests, engagement schedules, and expected deadlines with clients and staff.
Reviewing accounting workpapers, permanent file documents, financial statements, footnotes, and related client deliverables.
Coordinating tax information gathering, year-end planning, tax return preparation workflows, and related client communications.
Reviewing tax returns and supporting workpapers for technical accuracy, completeness, and consistency with client facts and applicable standards.
Researching technical tax and accounting topics, consulting with quality control or engagement leadership as needed, and presenting conclusions in a clear and practical manner.
Corresponding with clients on technical and non-technical matters and serving as a responsive point of contact for day-to-day engagement needs.
Reviewing engagement letter scope, monitoring engagement economics, proactively managing billing, and following up on open invoices or additional billing matters.
Identifying opportunities for client efficiencies, cross-selling services, and additional advisory support based on a strong understanding of each client’s business.
Coordinating staff scheduling, providing timely feedback, completing staff evaluations, and supporting career counseling, coaching, and mentoring.
Participating in training, thought leadership, professional organizations, referral network development, proposals, and new business development activities.
Maintaining expected billable hour targets and balancing client service, staff development, technical quality, and practice growth responsibilities.